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Physician Wealth Advisors’s Iron Mountain IRM Stock Holding History

Physician Wealth Advisors’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.7K Buy
678
+21
+3% +$2.58K 0.01% 336
2026
Q1 		$67.1K Buy
657
+60
+10% +$5.97K 0.01% 342
2025
Q4 		$49.5K Buy
597
+526
+741% +$49.2K 0.01% 393
2025
Q3 		$7.27K Buy
71
+6
+9% +$578 ﹤0.01% 831
2025
Q2 		$6.7K Buy
65
+33
+103% +$3.11K ﹤0.01% 729
2025
Q1 		$2.78K Hold
32
– – ﹤0.01% 817
2024
Q4 		$3.4K Buy
+32
New +$3.76K ﹤0.01% 782

Other funds holding IRM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Physician Wealth Advisors's IRM Position: Q2 2026 in Review

Physician Wealth Advisors increased its Iron Mountain (IRM) stake by 3.2% in Q2 2026, buying an estimated $2.58K and bringing the position to 678 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #336.

Physician Wealth Advisors first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Physician Wealth Advisors held 678 shares of Iron Mountain worth $85.7K as of Q2 2026.
  • Physician Wealth Advisors bought 21 Iron Mountain shares in Q2 2026, an estimated $2.58K.
  • Iron Mountain made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #336 holding.
  • Physician Wealth Advisors first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 189 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.